Offshore
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Finding Compounders
Confessions of a Buffetteer
Great presentation by Richard Rooney https://t.co/H70xrQJSYO
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Confessions of a Buffetteer
Great presentation by Richard Rooney https://t.co/H70xrQJSYO
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Offshore
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The Kobeissi Letter
This is the market’s reaction to Apple’s, $AAPL, tariffs being “reduced” from 145% to 20%.
That’s all you need to know to understand where we are right now. https://t.co/GAf0xl85KW
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This is the market’s reaction to Apple’s, $AAPL, tariffs being “reduced” from 145% to 20%.
That’s all you need to know to understand where we are right now. https://t.co/GAf0xl85KW
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Offshore
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The Kobeissi Letter
BREAKING: Nvidia, $NVDA, erases all “tariff exemption” gains and turns red on the day. https://t.co/gLXVdFwEJw
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BREAKING: Nvidia, $NVDA, erases all “tariff exemption” gains and turns red on the day. https://t.co/gLXVdFwEJw
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Offshore
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The Kobeissi Letter
BREAKING: The Nasdaq officially turns negative, erasing a +2.5% gain 3 hours after the open. https://t.co/uMSdXlKo5M
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BREAKING: The Nasdaq officially turns negative, erasing a +2.5% gain 3 hours after the open. https://t.co/uMSdXlKo5M
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Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 officially turns red on the day, erasing a 100+ point rally. https://t.co/Echl5O8cc5
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BREAKING: The S&P 500 officially turns red on the day, erasing a 100+ point rally. https://t.co/Echl5O8cc5
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Offshore
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The Kobeissi Letter
BREAKING: US consumer credit fell $810 million in February, posting the 2nd monthly decline in the last 4 months.
This was significantly below consensus expectations of a $15 billion rise.
The decline was driven by a sharp pullback in credit card balances and a drop in motor vehicle and other non-revolving credit.
Revolving credit, which includes credit cards, rose by $128 million.
Non-revolving debt covering student and auto loans fell $938 million.
Americans are getting more cautious about their debt.
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BREAKING: US consumer credit fell $810 million in February, posting the 2nd monthly decline in the last 4 months.
This was significantly below consensus expectations of a $15 billion rise.
The decline was driven by a sharp pullback in credit card balances and a drop in motor vehicle and other non-revolving credit.
Revolving credit, which includes credit cards, rose by $128 million.
Non-revolving debt covering student and auto loans fell $938 million.
Americans are getting more cautious about their debt.
tweet